Jeffrey Seth Fishman
Investment adviser representative at Jsf Financial, LLC
30 yearsExperience
4 statesRegistered in
$2BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
30 years in the industry.
- Mid Atlantic Capital CorporationFeb 2010 to now
- Alj Capital Management, LLCSep 2003 to now
- Fishman CapitalMay 1999 to now
- Jsf Financial, LLCMar 1996 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 4 states (CA, FL, LA, TX).
Jsf Financial, LLC
$2BAssets managed
821Clients
12Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2451588
- Firm CRD
- 114025